Market News for F&O traders

In this editorial, The Hindu examines U.S. Secretary of State Marco Rubio’s three-day visit to India and what it means for India-U.S. relations. Despite expectations of progress on trade, tariffs, energy cooperation and diplomatic ties, the visit ended without major agreements. The editorial argues that Washington must follow its assurances with concrete action to address unresolved differences an

The Trade Desk has emerged as the biggest loser on this list, with shares plunging 65.75% in 2026, from $37.96 at the end of last year to $13.00. The digital advertising technology company now has a market capitalisation of $6.1 billion.

The warning comes after Washington ordered non-essential U.S. embassy staff and their families to leave Saudi Arabia this week, following increasing attacks from Yemen’s Houthis

A G.O. to this effect was issued by the Social Justice Department following the announcement made by Minister Vanni Arasu in this regard during the Budget session

The Finance Minister, in the Budget, had announced that to ensure access to specialised medical care for people in remote and rural areas, the government will establish a telemedicine system based on a hub-and-spoke model

Infosys posted higher September-quarter profit and revenue, with AI-related sales contributing 10.5% of total revenue. However, it lowered its FY27 growth guidance amid intense competition, cautious client spending and pricing pressure. 

Two significant vulnerabilities in the PHP programming language could allow hackers to execute code remotely. PHP has released updates to address these flaws, which affect millions of internet-facing services. Many installations remain unpatched, including those running outdated versions. Security experts warn that nearly all PHP installations face security risks from these vulnerabilities. Organi

Moderate rain on Friday (October 23) morning led to a sharp rise in the Bhavani river’s inflow, increasing the flow of water at the anicut

Earlier this month, the administration announced that road salt and cement would be exempt from US tariffs on Canada.

Gold prices fell sharply this week as rising oil prices, inflation concerns and expectations of tighter US monetary policy pressured bullion. MCX futures dropped around 3.5%, while Chennai retail 24K gold prices declined 3.85% to ₹1,42,480 per 10 grams.

S&P Dow Jones Indices is updating its classification of US stocks as growth or value, dropping momentum for growth and adding free cash flow for value, effective December 21, 2026.

During this period, around 123 stocks in the BSE 500 index declined in each of the five sessions. Of these, we identified 13 stocks that fell between 15% and 25% over the same period. (Data Source: ACE Equity)"

Malhotra's comments come amid continued attention on the regulatory requirements applicable to large corporate holding companies and the circumstances under which they must register with the RBI.

India must adopt a pro-active position in the Saudi-Houthi conflict

Investors awaiting Reliance Jio Platforms IPO allotment results, expected on October 26, 2026, can check through BSE, NSE or registrar KFin Technologies using their application number, PAN or demat details. Shares are due to be credited, and refunds processed, on October 27.

The Securities and Exchange Board of India has directed Avadhut Sathe Trading Academy to refund ₹546.18 crore to investors. Avadhut Sathe and his academy provided unregistered investment advisory services under the pretext of education. The regulator found that misleading testimonials were circulated while concealing overall trading losses. A penalty of ₹11.5 crore was imposed on Sathe and the aca

The agency seized the entire foreign currency, comprising $1,64,200, MYR 3,773 and SGD 2

S&P Dow Jones Indices will soon change its rules for classifying growth and value shares. The new criteria will incorporate intangible assets, forward earnings, and free cash flow instead of relying on 12-month price momentum. These changes are expected to affect approximately $375 billion of passive funds linked to the index. FTSE Russell is also considering adjustments due to the dominance of te

US Treasury Secretary Scott Bessent announced that oil exports from the Persian Gulf have exceeded pre-conflict levels. This development occurred despite ongoing Iranian threats to disrupt energy shipments to global markets. Iranian state media reported two supertankers struck a naval mine near the crucial Strait of Hormuz. The situation escalated with US Ambassador Tom Barrack indicating a potent

Reliance Jio Platforms’ ₹30,213-crore IPO allotment is expected on October 26, 2026. Investors can check status on the BSE, NSE or KFin Technologies websites. Shares are due to be credited on October 27, with the stock exchange listing scheduled for October 28.

Fitch Ratings has kept Ukraine's long-term foreign-currency rating at 'CCC', indicating significant credit risk amid the ongoing war. The agency predicts that the conflict with Russia may extend into 2027, affecting the country's economy. Ukraine will continue to depend on foreign financial aid to address budget deficits while facing rising fiscal challenges. Growth is projected to resume in 2027

An important week is upcoming with central banks like the Federal Reserve and European Central Bank making policy decisions. Major companies, including Alphabet, Amazon, and Microsoft, are set to report their earnings. Political events are also significant, with elections in Israel and Brazil influencing markets. China's leadership will hold discussions focused on party governance amidst external

In October, consumer sentiment in the U.S. plummeted to a concerning 48.0, driven by rising prices and economic worries amid the ongoing Middle East conflict. Survey results suggest that independents show the steepest drop in confidence, approaching historical lows. Additionally, inflation expectations have risen, marking a continuation of trends from earlier this year. Federal Reserve officials a

US stock investors are on the edge of their seats as they anticipate quarterly earnings from tech giants like Alphabet, Microsoft, and Amazon. This week is pivotal, with the Federal Reserve meeting also in sight, likely to shape how investors feel about the AI sector. After disappointing earnings from firms such as Meta and Lam Research, mixed sentiment looms over the market, especially with the m

Neither the U.S. nor Iran has engaged in major attacks on land-based targets since early September, but that may soon change

The ITBP was formed on October 24, 1962 after the Indo-China war

Gross foreign direct investment (FDI) to India decreased to $11 billion in August, from $14 billion a month ago. Net FDI to India slows $3 billion in August, from $7 billion in July. Financial services, communication services, computer services and manufacturing accounted for around 73% of total FDI equity inflows during April-August 2026.

A State-wide vulnerability mapping will be held to identity children living in vulnerable conditions that pose a risk to their health, education, and safety. Once the vulnerable children are identified and their details collected, regular follow-ups will be held

The change could help Senator Susan Collins, who faces a strong challenge from a Democrat in Maine, a U.S.-Canada border state hit hard by Donald Trump’s trade war

BSE has initiated the search for its next managing director and chief executive officer. Sundararaman Ramamurthy is scheduled to retire in June 2027 after reaching the age limit. The exchange is looking for candidates with at least 20 years of experience, which includes senior leadership roles. Applicants need to be under 62 years old as of July 1, 2027.

Mr. Trump predicted last month the U.S. and Cuba would reach an agreement and that he did not ‌think military action would be necessary

Trump has often placed the India-Pakistan episode within a broader boast that he has stopped 'eight wars' during his presidency.

Security forces in Italy are preparing for protests set to occur in eight cities. While the demonstrations are expected to address budget cuts and cost of living concerns, heightened security measures are being enforced. Authorities aim to balance public safety with the right to protest, especially after recent violent incidents. The government is also implementing new regulations regarding protes

The Reserve Bank of India recorded a net purchase of $43.26 billion in August's foreign exchange market. This was done to manage significant dollar inflows from the FCNR(B) scheme and overseas borrowings. Despite the net purchase, foreign exchange reserves did not increase due to large forex sell/buy swaps. By August 31, measures attracted over $127 billion, aiding the RBI's operations.

The U.S. State Department is currently reducing the number of staff at four embassies in the Middle East. This decision follows intelligence reports indicating increased efforts by Iran to target American personnel. While the embassies remain operational, staffing changes are described as related to threats from Iranian-backed Houthi rebels. Unlike in Saudi Arabia, U.S. personnel in these embassie

Stock market prediction for next week: Sumeet Bagadia of Choice Broking believes the technical chart of the Nifty 50 index hints at persistent selling pressure at higher levels

Donald Trump addressed a rally, asserting he halted hostilities between India and Pakistan with trade tariff threats. He claimed that his ultimatum led to both countries de-escalating their military actions. India, however, disputed Trump's assertions, particularly about aircraft losses during the conflict. The Indian government has consistently rejected any external mediation regarding its milita

Users have begun reporting instances of broken inner displays in the new iPhone Duo model. Cracks are appearing near the hinge, causing concern about the device's durability. Some owners experienced damage after minimal use, with one individual reporting a crack after just six hours. Apple is currently analyzing reported cases to determine whether there is a manufacturing issue involved.

US stocks ended lower after a turbulent week as fresh doubts over the AI trade weighed on sentiment. The Dow fell 1.25%, while the S&P 500 and Nasdaq also declined. Investors turned their focus to major earnings from Alphabet, Microsoft and Amazon, along with next week’s Federal Reserve meeting.

The coast guard confirmed details in the Reuters ‌report, identifying the suspected militia fishing boat as Minfudingyu 07902, and said it had come ‌as ⁠close as about 2.7 nautical miles outside Taiwan’s restricted waters on August 16

On the Multi Commodity Exchange (MCX), silver futures fell ₹6,799 per kg, or 3.4%, to ₹1,92,800 per kg on Friday. Prices have plunged ₹32,955, or more than 14%, over the past 10 sessions. A recent appreciation in the rupee has provided only limited relief against the decline in international prices.

SEBI orders Rs 546 crore refund from Avadhut Sathe Trading Academy over unregistered services.

The regulator has also barred the academy and Sathe from accessing the securities market for two years or until compliance with the refund direction, whichever is later.

Reliance Jio Platforms’ IPO closed with 22.19 times subscription, led by strong institutional demand at 70.55 times. It is set to surpass Hyundai Motor India’s 2024 IPO as India’s biggest-ever offering.

In a final order issued on Friday, the market regulator directed ASTAPL and its founder Avadhut Dinkar Sathe to disgorge and refund ₹546.17 crore to eligible investors and participants who paid for its unregistered services.

The 2015-built vessel is expected to join the fleet in the third quarter of FY27. The company is also buying two bulk carriers and a new-build tanker.

Vikas Kaushal, Chairman and Managing Director (CMD) informed the state-owned OMC is procuring more on landed basis than on FOB basis and term contracts

The ₹30,213-crore offering was subscribed 22.19 times by Friday, according to the BSE, with demand far exceeding the shares reserved for institutional investors.

FDI inflows exceeded outflows in seven out of the last eight months, a reversal of what occurred in the five months before that

Revenue declined 23% quarter-on-quarter, but core income from services grew 5%. Equity schemes attracted net inflows of ₹3,415 crore in the first half of FY27.

Small caps led the decline as valuation worries and concerns over oil prices and borrowing costs overshadowed stronger corporate earnings.

Inflation in rural areas was found to be higher than in urban areas; headline CPI inflation edged up over the months and showed signs of greater generalisation across commodities

Silver has fallen ₹56,000 from its August peak, and gold has also declined sharply as higher yields reduce the appeal of non-yielding assets. Middle East tensions have pushed oil prices higher, adding to inflation concerns and uncertainty over the Federal Reserve’s next move.

Revenue edged up 3.4% quarter-on-quarter, while EBITDA margin narrowed to 77% from 80.1% in the previous quarter. Assets under management continued to grow.

Jio Platforms IPO Day 3 Live Updates: Bidding for Jio Platforms’ ₹30,213-crore IPO is on its final day, with overall subscription crossing 22 times on the NSE as of 7 pm. Jio Platforms’ IPO was fully subscribed within the first 100 minutes on Day 1, making it the fastest mega IPO in India to achieve the milestone. Check the latest on category-wise subscription.

Wall Street opened lower as investors weighed AI spending concerns and rising borrowing costs, while escalating Iran tensions pushed crude oil prices higher.

RBI Governor Sanjay Malhotra has clarified that individuals undertaking personal transactions need not report them, irrespective of the amount, amid concerns over new export declaration rules for services.

The central bank has retained the higher threshold despite banks seeking alignment with the 3% Basel minimum, with non-compliance to trigger restrictions on profit distribution.

Infosys lowered its FY27 revenue growth forecast amid subdued volumes, pricing pressure and weakness in retail and high-tech. The company maintained its EBIT margin guidance at 20–22%, while Q2 revenue in constant currency terms grew 1.2% sequentially.

Investors are reassessing the cost of the AI boom just as SpaceX’s reported wireless ambitions threaten to redraw the telecom landscape. With oil prices adding to inflation worries, Wall Street heads into a key Fed week facing multiple sources of uncertainty.

The ratings agency sees a new macro regime taking shape, with persistent inflation, geopolitical uncertainty and the AI investment boom reshaping credit risks. For India, lower fiscal deficits and debt will be key to positive rating momentum.

India’s social sector over the next decade will be defined by greater accountability, stricter compliance and an impact-driven ecosystem that enables genuine philanthropy while demanding transparency and oversight, write Deloitte's Naman Shah and Drashti Shastri.

Ananth Narayan, former Whole Time Member of the Securities and Exchange Board of India (SEBI), called for a more integrated approach to interest rates, capital flows and currency management.

Gains remained modest as soaring crude oil prices, amid escalating tensions in West Asia, dampened investors' sentiment